Friday, December 19, 2014

December 19 Blog Review

Welcome everyone! This is the last Blog Review of 2015! Where did the year go??

To start off, everyone must be sure to check out the Q4 CRMUG Magazine (look at page 33 especially)! I was honored to have been chosen as the volunteer of the quarter because of this very blog!

This week Hitachi Solutions continued their 12 Days of CRMas discussing CRM 2015 features. Here are a few days to check out:

Stop Sync Grinch – In CRM 2015 you can configure the sync pipe so you can control which fields sync between CRM and exchange. This can prevent CRM data from being overwritten by incorrect phone data. Keep in mind that with Server Side Sync, changes to the appointment will automatically be sent out to the customer. That means your notes could be sent out, even those recorded after the meeting. This is also discussed in the CRM Tip of the Day (Prevent meeting notes from going to customers).

Business Process Flows: The Gift that keeps on Giving! – this talks about the enhancements to Business Process Flows including improved look and feel, branching, and being able to loop back to entities multiple times.

Rollups Help Santa with Naughty/Nice Conundrum – This works through an example of using Rollup fields to compare the number of good things you did this year to the number of bad things. You can continue to learn about Rollup Fields in Jukka Niiranen’s Analyzing Customer Behavior Data with CRM 2015 Rollup Fields.

Related to Rollup fields are Calculated Fields. To learn more check out Leon Tribe’s MVP Blog – CRM 2015 Calculated Fields.

PowerObjects released a good tip – Email Attachments Related to an Opportunity Record in Dynamics CRM. This walks through how to use the Sales Literature area to store documents at the Opportunity level.

CRM Tip of the Day posted a few good tips as well. Check out Security Needed to Pick and Route Queue items which discusses the change in 2015 from “Work On” to “Pick”. Pick does not just changed the Worked By field but also updates the Assignment of the item. Also take a look at Going Personal with Microsoft Dynamics Marketing which talks about the MDM product and data security.

The Microsoft CRM Team Blog released the CRM Basic Training ebook this week. This is a downloadable ebook that quickly teaches users what they need to know. You can download this and customize to fit your business needs.

For those upgrading to CRM 2015, be sure to read Sonoma Partners’ blog on Unsupported Customizations in CRM 2015. This gives you some things to check for in your system before you upgrade.

That’s all for today. Have a great weekend and happy holidays!

Friday, December 12, 2014

December 12 Blog

Keep warm by the fire tonight and read up on the CRM blogs of the week.

PowerObjects had a good tip in Setting Visibility of a Business Process Flow with JavaScript in CRM 2015. This allows you to show and hide the Business Process Flow ribbon by using a yes/no field.

PowerObejcts also gave on overview of the Enhanced Business Rules for CRM 2015. This includes the addition of branching and a change so the rules are executed server side so that workflows and plugins cannot get around your logic.

Hitachi Solutions has been working through the 12 days of CRMas to go through CRM 2015’s new features, I will just highlight a few here. On the 2nd day they discussed Hierarchical Security which allows you to define your security based on position, moving a user to a new position can then impact their security. On the 3rd day, we learned about CRM 2015 Custom Help. This talks about the new customization options to provide help and instruction for your users. On the 5th day of CRMas my true love gave to me EASIER SEARCH OPTIONS. This is talking about the new Global search feature and how to configure it as well as how the Advanced Find button is now included in the top navigation ribbon.

Finally, we have a few quick tips from the CRM Tip of the Day. Check out Entities not available for CRM for Tablets to get a good list of what you can and cannot display and edit through the tablet interface. They also presented the idea of Creating a Limited Customizer Role. The example discusses creating a role to allow users to create system charts but not touch other customization but this same principle can be applied in other areas. You can create roles to allow certain users to view/manage processes and system jobs but not do any customization or you can allow users to view everything in “Customize the System” but not allow them to delete or modify anything. It’s great to limit these permissions especially in your production environment. You don’t need to worry about them messing something up if you don’t give them access to!

Have a great weekend folks!

Friday, December 5, 2014

December 5 Blog Review

Welcome back to the CRM Blog Review. Only a few more editions until the end of the year!

While all of us were away eating turkey CRM 2015 was released here are all the blogs to tell you what to do:
First, get all the links and information from either Hitachi Solutions (CRM Server 2015 Released and Available for Download) or Chris Cognetta (CRM 2015 has been released)
Then look at scheduling and your upgrade options with PowerObjects (Scheduling you Dynamics 2015 Online Update) and Hitachi Solutions (CRM 2015 Upgrade Options)
Next learn more about the new features with Chris Cognetta (Training & Adoption Kit for CRM), Microsoft (MDM 2015 Update Content is here!) and Sonoma Partners (CRM 2015 Sales Module Enhancements).

If you still want to learn more – PowerObject’s is offering a Webinar Series: Get Ready for Dynamics CRM 2015

Hitachi Solution also provided a great reference for people just setting up their CRM or those determining if they need to make a change in their post CRM – Online vs. On Premise Decision Matrix.

That’s all I have for today. Have a great weekend!